IFA
Interactive Financial Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
15,734
-462
| -3% | -$39.2K | 0.65% | 32 |
|
|
2025
Q1 | $1.51M | Buy |
16,196
+3,458
| +27% | +$323K | 0.8% | 31 |
|
|
2024
Q4 | $1.09M | Sell |
12,738
-2,316
| -15% | -$198K | 0.57% | 34 |
|
|
2024
Q3 | $1.32M | Sell |
15,054
-411
| -3% | -$36.1K | 0.68% | 31 |
|
|
2024
Q2 | $1.41M | Sell |
15,465
-337
| -2% | -$30.7K | 0.78% | 31 |
|
|
2024
Q1 | $1.49M | Buy |
15,802
+3,354
| +27% | +$317K | 0.82% | 29 |
|
|
2023
Q4 | $1.39M | Sell |
12,448
-3,460
| -22% | -$386K | 0.74% | 28 |
|
|
2023
Q3 | $1.44M | Sell |
15,908
-935
| -6% | -$84.5K | 0.97% | 25 |
|
|
2023
Q2 | $1.37M | Sell |
16,843
-2,361
| -12% | -$192K | 0.93% | 33 |
|
|
2023
Q1 | $1.59M | Buy |
19,204
+606
| +3% | +$50.2K | 1.02% | 24 |
|
|
2022
Q4 | $1.63M | Buy |
18,598
+1,677
| +10% | +$147K | 0.98% | 26 |
|
|
2022
Q3 | $1.22M | Buy |
16,921
+2,943
| +21% | +$212K | 0.71% | 31 |
|
|
2022
Q2 | $990K | Buy |
13,978
+7,641
| +121% | +$541K | 0.5% | 36 |
|
|
2022
Q1 | $571K | Buy |
6,337
+1,880
| +42% | +$169K | 0.27% | 54 |
|
|
2021
Q4 | $247K | Sell |
4,457
-974
| -18% | -$54K | 0.09% | 82 |
|
|
2021
Q3 | $283K | Sell |
5,431
-1,561
| -22% | -$81.3K | 0.12% | 77 |
|
|
2021
Q2 | $377K | Sell |
6,992
-80
| -1% | -$4.31K | 0.15% | 65 |
|
|
2021
Q1 | $347K | Buy |
7,072
+1,539
| +28% | +$75.5K | 0.15% | 69 |
|
|
2020
Q4 | $210K | Buy |
5,533
+634
| +13% | +$24.1K | 0.1% | 77 |
|
|
2020
Q3 | $147K | Sell |
4,899
-364
| -7% | -$10.9K | 0.07% | 77 |
|
|
2020
Q2 | $199K | Buy |
5,263
+819
| +18% | +$31K | 0.1% | 67 |
|
|
2020
Q1 | $129K | Sell |
4,444
-1,164
| -21% | -$33.8K | 0.11% | 51 |
|
|
2019
Q4 | $337K | Buy |
5,608
+181
| +3% | +$10.9K | 0.15% | 64 |
|
|
2019
Q3 | $321K | Sell |
5,427
-1,832
| -25% | -$108K | 0.15% | 59 |
|
|
2019
Q2 | $462K | Buy |
7,259
+66
| +0.9% | +$4.2K | 0.21% | 51 |
|
|
2019
Q1 | $476K | Buy |
7,193
+684
| +11% | +$45.3K | 0.23% | 42 |
|
|
2018
Q4 | $373K | Sell |
6,509
-1,713
| -21% | -$98.2K | 0.19% | 44 |
|
|
2018
Q3 | $623K | Buy |
8,222
+1,994
| +32% | +$151K | 0.3% | 42 |
|
|
2018
Q2 | $473K | Buy |
6,228
+3,450
| +124% | +$262K | 0.22% | 45 |
|
|
2018
Q1 | $187K | Sell |
2,778
-731
| -21% | -$49.2K | 0.09% | 67 |
|
|
2017
Q4 | $254K | Sell |
3,509
-102
| -3% | -$7.38K | 0.11% | 59 |
|
|
2017
Q3 | $247K | Sell |
3,611
-2,021
| -36% | -$138K | 0.11% | 57 |
|
|
2017
Q2 | $366K | Sell |
5,632
-1,546
| -22% | -$100K | 0.17% | 54 |
|
|
2017
Q1 | $502K | Sell |
7,178
-660
| -8% | -$46.2K | 0.24% | 45 |
|
|
2016
Q4 | $590K | Buy |
7,838
+2,292
| +41% | +$173K | 0.3% | 44 |
|
|
2016
Q3 | $392K | Buy |
5,546
+101
| +2% | +$7.14K | 0.2% | 49 |
|
|
2016
Q2 | $372K | Sell |
5,445
-92
| -2% | -$6.29K | 0.2% | 49 |
|
|
2016
Q1 | $343K | Sell |
5,537
-37
| -0.7% | -$2.29K | 0.21% | 47 |
|
|
2015
Q4 | $336K | Sell |
5,574
-693
| -11% | -$41.8K | 0.19% | 40 |
|
|
2015
Q3 | $384K | Sell |
6,267
-2,103
| -25% | -$129K | 0.22% | 38 |
|
|
2015
Q2 | $629K | Sell |
8,370
-2,265
| -21% | -$170K | 0.34% | 38 |
|
|
2015
Q1 | $825K | Sell |
10,635
-2,810
| -21% | -$218K | 0.44% | 38 |
|
|
2014
Q4 | $1.06M | Sell |
13,445
-1,349
| -9% | -$107K | 0.58% | 33 |
|
|
2014
Q3 | $1.34M | Buy |
14,794
+473
| +3% | +$42.9K | 0.76% | 26 |
|
|
2014
Q2 | $1.43M | Buy |
14,321
+313
| +2% | +$31.3K | 0.81% | 24 |
|
|
2014
Q1 | $1.25M | Buy |
14,008
+1,135
| +9% | +$101K | 0.72% | 27 |
|
|
2013
Q4 | $1.14M | Sell |
12,873
-704
| -5% | -$62.3K | 0.67% | 28 |
|
|
2013
Q3 | $1.13M | Buy |
13,577
+376
| +3% | +$31.2K | 0.69% | 25 |
|
|
2013
Q2 | $1.03M | Buy |
+13,201
| New | +$1.03M | 0.76% | 20 |
|